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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,190 | $167,533+35.0% | $151,645+49.2% | $134,545+68.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.56% | 7.81%-26.4pp | 3.34%-21.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $22,726 | $6,828+232.8% | $6,165+268.6% | $4,742+379.3% |
| Participant deferral / active EE | $15,450 | $8,985+72.0% | $8,363+84.7% | $6,401+141.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |